Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $31,273 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,312 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,343 | $58,895+9.3% | $178,503-64.0% | $73,497-12.5% |
| Participation rate | 76.0% | 66.2%+9.8pp | 81.9%-5.9pp | 70.7%+5.4pp |
| Annual return | 4.39% | 24.86%-20.5pp | 151.12%-146.7pp | 28.51%-24.1pp |
| Employer contribution / active EE | $3,207 | $2,236+43.4% | $5,011-36.0% | $2,270+41.3% |
| Participant deferral / active EE | $3,729 | $2,567+45.3% | $5,202-28.3% | $3,740-0.3% |
| Admin fee / account holder | $12 | $400-96.9% | $13,987-99.9% | $513-97.6% |